Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[hacer]

The market doesn't react within milliseconds to that data... 970 was based on the growth statement.

The drop from "FSD end of this year" was perfectly followed by the $9 drop, fraction of a second later. A few other comments had obvious real-time (less than 1 second) responses. I have no reason to believe others aren't equally correlated.

 

[EVDRVN]

Hearing over and over about the mind-blowing profits that will come from something Tesla has never delivered and has shown no serious progress towards delivering is simply not useful. They should just stop talking about it until it's real.

I'm driving the beta every day and it's nowhere near good enough, and there has been no step change apparent. It's slowly, slowly getting better and there's no indication that it's asymptotic with functionally useful beyond being an assistant on local streets.

Don't be shocked if Elon is

 

[2daMoon]

In a few sentences, Elon gave an almost chilling vision of the impact of Optimus. What does an economy look like when there is no labor shortage? And when labor is really cheap…

Of late I've given this some thought. One idea kept popping up for me.

What if Universal Basic Income comes to realization via private funding, rather than through government?

What if the very nature of supply and demand pivots upon the producer seducing the user to choose their product because the customer is getting financial benefit for doing so. Like what was spoken of in the Earnings Call regarding insurance encouraging customers to drive safer because of the immediate financial reward that comes from it.

If cost of both energy and labor ultimately make the cost of production insignificant, value will be the greatest determining factor in securing a business their success.

Food for thought.

 

[Knightshade]

Whoever had "Prototypes are easy, production is hard" on their card just got bingo

 

[Flehmenlips]

I don't understand the fixation people have with the micro-moves of the stock price. Ten dollars, thirty dollars, fifty dollars. Who really cares and do you really think these little moves have any 'stickiness' to them? Are people here invested for the next 5 minutes or the incredible future this civilization changing company is rolling out as we watch?

I love hearing from Elon, along with his team, he's responsible for the success of this company.

I agree. I suppose to a certain degree it becomes like watching the scoreboard at a football game for folks.

 

[DFibRL8R]

F Bomb dropped on the conference call. Nice!

 

[Big Time]

Thats my new favorite guy. Who dropped the F Bomb, reminds me of me

 

[tivoboy]

okay, Bonus points for swearing on an investor call! Who had f.. g on their bingo card?

 

[henchman24]

F bomb directly responsible for the spike over 940.

 

[Big Time]

FSD Value = "A Big Number" I like that!

 

[Knightshade]

Ok that's funny.... Elon plugging the Boring Company as a fix for how much traffic robotaxis will create

 

[elasalle]

 

[AudubonB]

For all the many, many quarterly calls during which Mr Musk has spoken glowingly of FSD.....he is now doubling...tripling...quadrupling down in putting his reputation and believability on the line with its real, tangible, dollar impact on Tesla in CY 2022.

 

[EVDRVN]

Eggs/Elon/Basket

 

[Artful Dodger]

I thought Elon has tweeted that he will be on the call to talk about product roadmap?

Yeah, he send that tweet way back on Dec 3, 2021. A lot didn't happen since then... he could have skipped.

Elon should hire a script writer, these mad-libs aren't informative. Nothing new today from the "roadmap".

 

[elasalle]

If FSD is solved, no 25K car

 

[Knightshade]

Analyst: If you're not doing a 25k car and you said you're thinking 250k cybertrucks a year- how do you get to 3.2 million or more vehicles in 2024 per >50% YoY guidance?

Elon: YOU DO NOT UNDERSTAND FSD!


...what?

 

[Unpilot]

If FSD is solved, no 25K car

If FSD is solved, I'm going to throw 25k out the window of chanos's house as I have my cyber truck drive me around;.

 

[henchman24]

Analyst: If you're not doing a 25k car and you said you're thinking 250k cybertrucks a year- how do you get to 3.2 million or more vehicles in 2024 per >50% YoY guidance?

Elon: YOU DO NOT UNDERSTAND FSD!


...what?

I mean I get what Elon is getting at, but that was a very bad answer.

 

[Flehmenlips]

Analyst: If you're not doing a 25k car and you said you're thinking 250k cybertrucks a year- how do you get to 3.2 million or more vehicles in 2024 per >50% YoY guidance?

Elon: YOU DO NOT UNDERSTAND FSD!


...what?

There is no reason to build a $25k car if a $60k car can 'replicate' itself into the equivalent of 5 cars. Like @AudubonB said Elon is quadrupling down on FSD. He is thinking way ahead of everyone.